How do I import a customer database?

Adding customers one at a time makes sense if you deal with new individual customers. This step-by-step guide shows you how to add customers in bulk.

Written by Annukka Matilainen

Updated at September 24th, 2024

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Table of Contents

Importing Customers Accepted Fields

Importing Customers

From the Navigation Sidebar, select Users and then click Customers.
Click Customer Import to open the Import panel.
Click the Document Icon and select your import file. Import files must be formatted correctly in a single Microsoft Excel or CSV file sheet. For CSV files, select the appropriate CSV delimiter.
An example CSV file can be downloaded along with a list of all of the fields available for import.
Click Submit to begin the import.

Note: The file you are importing must not be more than 5000 rows or have a file size larger than 20MB.

Accepted Fields

Field name	Description	Type	Required
company	Customer company name	String	Yes*
firstName	Customer's first name	String	Yes*
lastName	Customer's last name	String	Yes*
businessId	Business ID	String	No
parent	Parent customer. Company name or Fixably id (if exists) accepted.	String/Integer	No
location	Default service location. Location name or Fixably id accepted.	String/Integer	No
phone	Customer's phone number	String	No
email	Customer's email	String	No
contactMethod	Customer's preferred contact method. Options: sms, email, call	String	No
notes	Free text notes.	String	No
lang_id	Customer language code (e.g. en, sv or fi).	String	No
address1	Customer's shipping address line 1	String	No
address2	Customer's shipping address line 2	String	No
address3	Customer's shipping address line 3	String	No
city	Customer's shipping address city	String	No
state	Customer's shipping address state	String	No
zip	Customer's shipping postal/zip	String	No
country	Customer's shipping address country code (US, GB, SE).	String	No
billingAddress1	Customer's billing address line 1	String	No
billingAddress2	Customer's billing address line 2	String	No
billingAddress3	Customer's billing address line 3	String	No
billingCity	Customer's billing address city	String	No
billingState	Customer's billing address state	String	No
billingZip	Customer's billing postal/zip	String	No
billingCountry	Customer's billing address country code (e.g. en, sv or fi)	String	No
ovt	OVT ID	String	No
iban	E-invoicing address (IBAN)	String	No
operator	Operator. Must be OVT or SWIFT.	String	No
billingEmail	Email for billing	String	No
provider	Provider	String	No
identifier	Identifier for customer's provider	String	No
createLogin	Create a login for customer portal. 0 = No, 1 = Yes		No
tags	Tags for the customer. Separted by comma ,	String	No
vatNumber	VAT Number for customer	String	No
ssn	Social security number of customer	String	No

* Either company or first & last lame are required

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How do I import a customer database?

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Importing Customers

Accepted Fields

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